Sheet Metal Workrs Local 27 Health & Welfare Fund
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 12,523,084 | 12,111,513 | 411,571 | 4.0 | 1% |
| 2012 | 9,338,041 | 11,896,060 | −2,558,019 | 2.0 | 1% |
| 2013 | 8,208,236 | 10,324,761 | −2,116,525 | 0.0 | 1% |
| 2014 | 8,343,105 | 5,819,329 | 2,523,776 | 5.0 | 2% |
| 2015 | 8,644,663 | 6,146,327 | 2,498,336 | 9.2 | 2% |
| 2016 | 9,565,388 | 7,372,692 | 2,192,696 | 11.1 | 1% |
| 2017 | 9,006,480 | 7,672,265 | 1,334,215 | 13.7 | 1% |
| 2018 | 9,998,351 | 8,372,519 | 1,625,832 | 17.4 | 2% |
| 2019 | 10,170,132 | 8,118,413 | 2,051,719 | 22.9 | 3% |
| 2020 | 7,870,989 | 9,377,077 | −1,506,088 | 19.3 | 2% |
| 2021 | 9,589,216 | 10,309,538 | −720,322 | 16.0 | 3% |
| 2022 | 9,459,691 | 11,015,320 | −1,555,629 | 10.9 | 2% |
| 2023 | 11,594,174 | 10,882,437 | 711,737 | 12.7 | 2% |
In its most recent public year (2023), this organization brought in $711,737 more than it spent. Its reserves stood at about 12.7 months of spending, up from 4 in 2011. Staff pay was 2% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
A new entry when its next filing is released. No account, no email; works in any feed reader, Slack, or automation tool. How following works